Client Care Specialist

Located in Columbus, MS

Salary: $40,000

About the Role

We are seeking a dedicated and personable Client Care Specialist to join our client.

Position is direct hire to the client.

Key Responsibilities

• Act as the main point of contact for existing clients, responding promptly and professionally to inquiries via phone, email, and client portal
• Build and maintain strong, trust-based relationships with clients by providing personalized, proactive support
• Schedule and coordinate client meetings, including preparing agendas, gathering necessary documents, and ensuring follow-up items are completed
• Assist clients with onboarding, account setup, and ongoing administrative needs
• Prepare and review client reports, financial summaries, and meeting materials
• Process client requests such as withdrawals, contributions, address changes, beneficiary updates, and distribution requests
• Collaborate closely with financial planners, paraplanners, and operations team to ensure seamless client service

Qualifications

• 2+ years of experience in client service, preferably in financial services, wealth management, or a professional services environment
• Excellent verbal and written communication skills with a warm, professional demeanor
• Strong organizational skills and attention to detail

Preferred:

• Bachelor’s degree in Finance, Business, Communications, or a related field

Salary starts at $40,000

Health (80% paid) Dental (50% paid) life insurance & 401K with company match and profit sharing

PTO

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